3 ms·
Apple, Google Microsoft Amazon should all set up memory and CPU fabs. I don’t understand why they don’t do it. $400 million ASML machine is chump change and you
by dyauspitr 5mo ago
Apple, Google Microsoft Amazon should all set up memory and CPU fabs. I don’t understand why they don’t do it. $400 million ASML machine is chump change and you can almost certainly find/train locals or provide incentives to immigrants to come here as workers to fill the roles there.
- eecc 5mo agoWell, isn’t Musk doing something similar with his new solar panels fab? Frankly it’s ridiculous how we (the West) dropped renewables like a hot potato because it became synonymous with subsidizing China’s dominance in the field.
- dyauspitr 5mo agoNow that I look into it, it looks like he is, which is a good thing. For some reason I thought Terafab was like a pie-in-the-sky idea where he was going to do compute in space on satellites or something, but it isn’t that. It’s actually a real fab in the United States and I fully support that even if Elon is a piece of shit.
- dboreham 5mo ago30 years ago that's how the industry was structured. IBM was the largest memory manufacturer. MBAs spent decades undoing the arrangement you're now suggesting.
- andriy_koval 5mo agofabs probably was low margin business compared to selling Ads before current AI boom.